Nvidia Soars 11% in Two Days Amid AI Expansion and Market Optimism

In recent market developments, Nvidia (NVDA) has made significant strides, capturing the attention of investors with its prominent performance. On May 13, Nvidia's stock price surged by 5.63%, achieving a two-day increase of 11.38%, marking its highest level since February 2025. This impressive rally is attributed to several key factors influencing the market landscape.

The global de-escalation of trade tensions and the optimistic U.S. April CPI data have notably impacted Nvidia's stock. The core inflation rate, staying below expectations for three consecutive months, has alleviated concerns about an impending recession, bolstering overall market confidence. Additionally, statements from U.S. President Trump, emphasizing continuous market growth and anticipated investment booms, have further fueled market optimism.

A significant contributor to Nvidia's recent stock movement is its strategic partnership with Saudi Arabian firm Humain. Nvidia has collaborated with AMD to supply chips for AI data centers, an initiative that not only expands Nvidia's market reach but also solidifies its leadership position in the global chip industry. CEO Jensen Huang announced the sale of over 18,000 AI chips to Saudi Arabia during the Saudi-American Investment Forum, directly supporting the rise in Nvidia's stock price.

Moreover, proposed changes in U.S. government policies have played a supportive role. The Trump administration is considering revisions to AI semiconductor export regulations, potentially easing restrictions on chip exports to the UAE. This policy shift has generated optimism regarding the future of the chip industry, with Nvidia poised to benefit as a leading chip supplier.

Investors remain optimistic about Nvidia's future prospects, particularly as global advancements in AI and digital transformation accelerate. Leveraging its technological prowess and international partnerships, Nvidia is likely to further cement its market leadership. Stakeholders are advised to stay attuned to international trade developments and technology trends when making investment decisions, focusing on stocks with strong growth potential for long-term investment.